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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,445 | $97,729+13.0% | $83,830+31.7% | $135,379-18.4% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -4.58% | 1287.52%-1292.1pp | 850.97%-855.5pp | 519.79%-524.4pp |
| Employer contribution / active EE | $9,730 | $4,222+130.5% | $3,631+168.0% | $4,779+103.6% |
| Participant deferral / active EE | $3,422 | $4,683-26.9% | $4,082-16.2% | $5,609-39.0% |
| Admin fee / account holder | $2,226 | $6,674-66.6% | $5,479-59.4% | $10,828-79.4% |